Level 2 Diploma in Introduction to Supply Chain and...

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© 2015 SFEDI Awards Page 1 of 64 Level 2 Diploma in Introduction to Supply Chain and Operations Regulator Ofqual Qualification Reference Number 601/8785/2 Qualification Start Date 1 May 2016 Last Date for Registration 30 April 2021 Available Age Ranges Total Qualification Time 400 hours Guided Learning 40 hours Pre-16 x 16-18 P 19+ P

Transcript of Level 2 Diploma in Introduction to Supply Chain and...

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©2015SFEDIAwards Page1of64

Level2DiplomainIntroductiontoSupplyChainandOperations

Regulator Ofqual

QualificationReferenceNumber 601/8785/2

QualificationStartDate 1May2016

LastDateforRegistration 30April2021

AvailableAgeRanges

TotalQualificationTime 400hours

GuidedLearning 40hours

Pre-16 x

16-18 P

19+ P

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Copyright©2016SFEDIEnterprisesLtdAllrightsreserved.Thisbookoranyportionthereofmaynotbereproducedorusedinanymannerwhatsoeverwithouttheexpresswrittenpermissionofthepublisher(addressbelow).ApprovedSFEDIAwardscentresandlearnersundertakingaSFEDIAwardsqualificationmayphotocopythisdocumentfreeofchargeand/orincludeaPDFversiononitsintranetwhereitisonlydonesoforthepurposesoftheapproveddeliveryofthisqualification.SFEDIEnterprisesLtdt/aSFEDIAwards53ConiscliffeRoadDarlingtonCountyDurhamDL37EHwww.sfedigroup.comEveryefforthasbeenmadetoensurethattheinformationcontainedinthispublicationistrueandaccurateatthetimeofpublication.However,SFEDIEnterprisest/aSFEDIAwardsstrivestocontinuallydevelopandimproveourqualificationsand,assuch,theremaybeoccassionswherechangesarerequired.SFEDIEnterprisest/aSFEDIAwardsdoesnotacceptliabilityforanylossordamagearisingfromtheuseoftheinformationcontainedwithinthispublication.

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ContentsAboutThisQualification.........................................................................................................................................5AboutSFEDIAwards...............................................................................................................................................7

CustomerFeedback........................................................................................................................................7TheRegulatedQualificationsFramework(RQF)....................................................................................................8

QualificationLevel..........................................................................................................................................8QualificationSize............................................................................................................................................8TotalQualificationTime(TQT).......................................................................................................................8

WhatDoesSFEDIAwardsExpect?.........................................................................................................................9LearnerRegistrationandCertification...........................................................................................................9

HowWeMonitorQualificationDelivery..............................................................................................................10DirectClaimsStatus(DCS)............................................................................................................................10InternalQualityAssurance...........................................................................................................................10Delivery/Assessment....................................................................................................................................11Delivery/Assessment/QualityAssuranceStaffRequirements......................................................................11

AssessmentMethods...........................................................................................................................................12InitialAssessment.........................................................................................................................................12MandatoryAssessmentMethods................................................................................................................12ExpertWitness/WitnessTestimony.............................................................................................................12Observation .............................................................................................................................................12ProductEvidence..........................................................................................................................................12ProfessionalDiscussion................................................................................................................................13RecognitionofPriorLearning.......................................................................................................................13Simulation .............................................................................................................................................13AuthenticationofLearnerEvidence.............................................................................................................14Feedback .............................................................................................................................................14DataProtectionandConfidentiality.............................................................................................................14ProtectionofMinorsinEvidenceCollection................................................................................................14

UnitStructure......................................................................................................................................................15QualificationUnitDetails.....................................................................................................................................16

F/504/0341 IntroductiontoSupplyChain...............................................................................................17Y/508/4040 TeamLeader........................................................................................................................19L/508/4083 IntroductiontotheMovementofGoods............................................................................21Y/508/4085 IntroductiontoPurchasing..................................................................................................23H/508/4087 IntroductiontoManufacturingPlanningandControl.........................................................25K/508/4088 IntroductiontoInternationalTradeandFreight.................................................................27T/508/4093 IntroductiontoWarehousingandInventory.......................................................................30F/508/4095 IntroductiontoLogistics......................................................................................................32F/508/4047 IntroductiontoBusiness......................................................................................................34R/508/4067 TeamDevelopmentandPerformance................................................................................36F/508/4081 IntroductiontoCustomerService.......................................................................................38R/508/4098 IntroductiontoPortsandShipping.....................................................................................40Y/508/4104 HealthandSafetyinaWarehouseEnvironment................................................................42K/508/4107 ITinManufacturing.............................................................................................................45T/508/4109 SupplierRelationships.........................................................................................................47M/508/4111 ChooseSuppliesandSuppliersforBusiness........................................................................49

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Annex .............................................................................................................................................51LearnerRegistrationForm............................................................................................................................52AssessmentPlan...........................................................................................................................................53AssessmentReport.......................................................................................................................................54WitnessTestimonyReport...........................................................................................................................56EvidenceMatrixRecord...............................................................................................................................58SummativeStatement..................................................................................................................................59LearnerStatement.......................................................................................................................................59AssessorStatement......................................................................................................................................59InternalQualityAssuranceSamplingReport................................................................................................60LearnerInterviewRecord.............................................................................................................................62

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AboutThisQualification

Thisqualificationisdesignedtogivelearnersanunderstandingoftheworkingsofsupplychainsandtheprocessesinvolvedinitsoperation.Therearenoformalentryrequirementshowever,inordertobenefitfromundertakingthequalificationlearnersshouldpossesscommunicationskillssufficienttoallowthemtoaddresstheassessmentrequirements.AssessmentshouldbethroughtheproductionofaportfolioofevidencepresentedforassessmentbyasuitablyqualifiedAssessor.Mandatoryassessmentmethods,whereapplicable,canbeseenwithintheindividualunitdetails.Thosewhoundertakethisqualificationmaywishtoundertakefurtherqualificationsatahigherlevelinordertofurtherdeveloptheirknowledgeandskillswithinthewarehousingindustry.

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QualificationOverview

QualificationStructure

1unitfromGroupAandafurther30

creditsfromGroupAorGroupB

AssessorQualificationRequired(pleasecheckdetailsofappropriateAssessorqualificationslaterwithinthisdocument)

No

IQAQualificationRequired(pleasecheckdetailsofappropriateIQAqualificationslaterwithinthisdocument)

No

UnitTitle ReferenceNumber

Mandatory/Optional

UnitLevel

CreditValue

GuidedLearning(hours)

IntroductiontoSupplyChain F/504/0341 GroupA 2 10 10

TeamLeader Y/508/4040 GroupA 2 10 10

IntroductiontotheMovementofGoods L/508/4083 GroupA 2 10 10

IntroductiontoPurchasing Y/508/4085 GroupA 2 10 10

IntroductiontoManufacturingPlanningandControl H/508/4087 GroupA 2 10 10

IntroductiontoInternationalTradeandFreight K/508/4088 GroupA 2 10 10

IntroductiontoWarehousingandInventory T/508/4093 GroupA 2 10 10

IntroductiontoLogistics F/508/4095 GroupA 2 10 10

IntroductiontoBusiness F/508/4047 GroupB 2 10 10

TeamDevelopmentandPerformance R/508/4067 GroupB 2 10 10

IntroductiontoCustomerService F/508/4081 GroupB 2 10 10

IntroductiontoPortsandShipping R/508/4098 GroupB 2 10 10

HealthandSafetyinaWarehouseEnvironment Y/508/4104 GroupB 2 10 10

ITinManufacturing K/508/4107 GroupB 2 10 10

SupplierRelationships T/508/4109 GroupB 2 10 10

ChooseSuppliesandSuppliersforBusiness M/508/4111 GroupB 2 10 10

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AboutSFEDIAwardsSFEDIAwardswasfoundedin2007creatingthefirstdedicatedAwardingOrganisationspecialisinginbusinessenterpriseandbusinesssupport,astandingstillenjoyedtothisdaywithintheUK.OurqualificationsarebuiltontheextensiveresearchthatunderpinstheSFEDI®NationalOccupationalStandardsandtheexpertiseoftheInstituteofEnterpriseandEntrepreneurs,theUK'sonlyprofessionalInstitutededicatedtoenterprise.Withourqualificationshavingbeendesignedtobeflexibletomeetthewiderangeofdemandwithinenterpriselearning,werecognisetheneedsofindustrytodevelopenterprisingandentrepreneurialindividualstosupportthesustainabilityandgrowthofbusinessandthewidercommunity.AstheonlydedicatedUKAwardingOrganisation,SFEDIAwardsdesignsanddevelopsarangeofbespokebusinessenterpriseandbusinesssupportqualificationsthataredeliveredthroughmembersofourbothUKbasedandinternationaldeliverynetwork.Withinthiswealsodevelopandpublishbestpracticematerialsandresourcestosupportthedeliveryofourqualificationstoahighstandardtoensurethatlearnersgainalltheyrequirewheneitherstartingorprogressingtheirenterprisejourney.

CustomerFeedbackWearealwayskeentounderstandlearnersandcentresthoughtsonthecontentofallaspectsofourqualificationsandwelcomefeedback.Thiscanbedonebyemailingusatcustomerservices@sfediawards.comandindicateintheheaderfield,‘CustomerFeedback’.

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TheRegulatedQualificationsFramework(RQF)TheRegulatedQualificationsFramework(RQF)isthevehicleforregulatingqualificationswithinEnglandandvocationalqualificationswithinNorthernIreland.Theframeworkprovidesasingle,simplesystemforcataloguingallqualificationsregulatedbyOfqualbybothlevelandsize.QualificationsontheRegulatedQualificationsFramework(RQF)havebothalevelandasizeallocatedtotheminordertosupportindividualsinmakinganinformedchoiceaboutthemostappropriatequalificationforthem.EachRQFqualificationtitlecontainsthefollowing:ü Thelevelofthequalification(fromentryleveltoLevel8)ü Thesizeofthequalification(Award/Certificate/Diploma)ü DetailsindicatingthecontentofthequalificationEachqualificationhasapublishedstructuresettingoutwhatmustbeachievedbyanindividualinordertodemonstratetheirknowledgeandskillsinordertomeettherequiredstandardaspartofthedeliveryandcertificationprocess.

QualificationLevelThelevelofaqualificationrelatestothecomplexityanddifficultyassociatedwiththedevelopmentoftheknowledgeandskillsofaparticularsubject.QualificationlevelsstartatEntryLevelandthenprogressfromLevel1throughtoLevel8

QualificationSizeThesizeofaqualificationisanindicationofthetotalamountoftimeaqualificationwilltaketocompleteindicatedusingthetermTotalQualificationTime(TQT)QualificationsizesareexpressedusingthetermsAward,CertificateorDiploma

TotalQualificationTime(TQT)TotalQualificationTime(TQT)providesaguideoftheaveragetimeittakestocompleteaqualificationbrokendownintotwotypesofactivity:ü GuidedLearning(GL)-madeupofactivitiescompletedbythelearnerunderthedirectinstructionor

supervisionofalecturer,supervisorortutorwhetherthroughphysicalpresenceorelectronicmeansprovidedasameasurementoftimeinhours

ü TotalQualificationTime(TQT)-madeupoftheGuidedLearning(GL)plusallothertimetakeninpreparation,studyoranyotherformofparticipationineducationortrainingbutnotunderthedirectsupervisionofalecturer,supervisorortutorprovidedasameasurementoftimeinhours

TQTisanewsystemusedbytheRegulatorandwillbephasedinupto31December2017.

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WhatDoesSFEDIAwardsExpect?ToofferthisqualificationanorganisationisrequiredtoholdSFEDIAwardscentrestatusandalsoapplyforqualificationapproval.ThelatestinformationontheSFEDIAwardswebsitecanbeviewedbyclickinghere.AsweoperateasaregulatedAwardingOrganisationweholdhighregardtothestandardsofprofessionalserviceweprovidetocentresand,inturn,theservicecentresdelivertotheirlearners.Tosupportthisweoperateanumberofpoliciesandprocedurestoensurethatwealwaysoperateinafairandopenmanner.PublishedontheSFEDIAwardswebsitearepoliciesandprocedurescoveringthefollowingareas:

ü Appealsü Complaintsü ContinuousProfessionalDevelopment(CPD)ü CustomerServicePolicyü DirectClaimsStatusü EqualOpportunitiesü Invoicingü QualificationTitlinginMarketingandLogoUsageü MalpracticeandMaladministrationü Privacyü QualityBulletinsü ReasonableAdjustmentsü RecognisedPriorLearningü RegistrationandCertificationü RetentionofRecordsü Whistleblowing

Wearecontinuallyupdatingthepoliciesandproceduresavailabletoviewthroughthewebsitesopleasekeepcheckingbacktomakesureyouhavethelatestinformationavailable.Youcanseethelatestversionsofallofthesepoliciesbyclickinghere.

LearnerRegistrationandCertificationOuronlineregistrationandcertificationsystem,Registr8,allowsyoutoprocessinformationefficientlyandquickly.Youcanregisterandcertificatelearners,producereports,retrieveandviewcustomerinformationandalsoaccessinvoicesandmonitoringreports.LearnersshouldberegisteredwithSFEDIAwardswithin4weeksofcommencingtheprogrammeorqualification.ItistheresponsibilityofthecentretoobtainaUniqueLearnerNumber(ULN),fromtheLearnerRecordsService,andaccuratelyenterthisintotheRegistr8systeminorderthatlearnerachievementscanberecordedontheirPersonalLearningRecord(PLR).SFEDIAwardscentresmustusetheRegistr8systemtoindicatewherealearnerhassuccessfullycompletedthequalificationand/orunitswithinit.WhereacentreholdsDirectClaimsStatus(DCS)certificateswillbeissued,wherethisisnotthecaseanExternalQualityAssurerwillcontactthecentretoarrangesampling.

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HowWeMonitorQualificationDeliveryWeprideourselvesinthecontinuedqualityofthedeliveryofourqualificationsthroughourdeliverynetworkandinordertoensurethatthisismaintainedweconductbothfolderandsystemsmonitoringactivities.WeprovidetwomonitoringactivityreviewsperyearwhereamemberofourMonitoringTeamwillreviewyourorganisation’sactivitiesinordertoprovidefeedbackandsupportonyourqualificationdelivery.IfyouthinkyouneedavisitsimplycontactourCustomerServiceTeamoncustomerservices@sfediawards.comor08452245928andwewillbemorethanhappytodiscussyourrequirementswithyou.Youwillbeprovidedwithareportoncompletionofthemonitoringactivityfeedingbackonyourorganisation’scurrentperformanceagainsttheSFEDIAwardsCorePrinciplesandplanningactivitiestohelpsupportcontinuousimprovementandthesharingofbestpractice.Inordertoinformfuturemonitoringactivities,SFEDIAwardsmakesuseofariskratingsystemthatprovidesanorganisationwitharatingdeterminedbythefindingsofmonitoringactivities.SFEDIAwardsalsoconductsadditionalmonitoringactivitiesinordertoprovidesupportandensurethecontinuedqualityofthedeliveryofourqualificationsincluding:

ü CustomerSatisfactionSurveysü MysteryShoppingü QualificationConsultationsandReviewsü ThematicReviewsEachoftheseallowsustoensurethatthequalificationsweprovideandthewaytheyareprovidedcontinuestosupportthedevelopmentoftheenterpriseskillsagendaandatrulyentrepreneurialcommunity.

DirectClaimsStatus(DCS)WeoperateasystemcalledDirectClaimsStatus(DCS)providingyouwiththeabilitytocertificatelearners'achievementswithouttheneedforexternalmonitoringactivitytakingplacefirst.Itisawardedatqualificationlevelandnotcentrelevelandcanbeawardedandremoveddependentontheconsistency,qualityandintegrityofthequalificationdeliverywithinthecentre.WhereacentreholdsDCSamonitoringofficerfromSFEDIAwardswillsampleaselectionofthefoldersworkedonandcompletedsincethelastexternalmonitoringactivity.WhereacentredoesnotholdDCSforaqualificationitwillrequireanexternalmonitoringactivitytotakeplacepriortobeingabletogaincertificationforlearners.

InternalQualityAssuranceInternalQualityAssurancewillbecompletedbytheSFEDIAwardscentreandinvolvessamplingoflearners’documentsandassessmentdecisionstoensurestandardisationacrossDelivery/AssessmentstaffandconsistencyandfairnessofassessmentfollowingAwardingOrganisationrequirements.SFEDIAwardsprovidesqualityassurancedocumentationthatcanbeusedbythecentreforrecordingqualityassurancedecisions.Wehaveprovidedtemplateswhichcanbeusedwithintheannexofthisdocumentoralternativelythey,andothertemplates,canbeaccessedontheSFEDIAwardswebsite.Thesedocumentsare

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providedforthecentretousebut,ifthecentrewishestodeveloptheirownrecordingmaterial,theminimumrequirementsmustbemettoensurequalityassurancepracticesarenotdisadvantaged.MinimumrequirementscanbeaccessedontheSFEDIAwardswebsite.

Delivery/AssessmentSFEDIAwardscentrestaffshouldworkwithlearnerstoensuretheyunderstandthenatureofthequalificationandassessmentapproach.Bothcentrestaffandthelearnershouldagreeatthebeginningoftheassessmentjourneyhowtheassessmentwillbeundertakenandwhateachcanexpectfromtheother,includingarrangingtimesanddatesforlearningandassessmentactivityandsupport.TheDelivery/Assessmentstaffwillfollowtheprinciplesofplan,judgeandfeedbackasdescribedwithinprofessionalstandards.SFEDIAwardsprovidesassessmentdocumentationthatcanbeusedbythecentreforrecordingtheplanning,judgingandfeedingbackofassessments.Wehaveprovidedtemplateswhichcanbeusedwithintheannexofthisdocumentoralternativelythey,andothertemplates,canbeaccessedontheSFEDIAwardswebsite.Thesedocumentsareprovidedforthecentretousebut,ifthecentrewishestodeveloptheirownrecordingmaterial,theminimumrequirementsmustbemettoensureassessmentpracticesarenotdisadvantaged.MinimumrequirementscanbeaccessedontheSFEDIAwardswebsite.

Delivery/Assessment/QualityAssuranceStaffRequirementsThereisnorequirementforDelivery/AssessmentorInternalQualityAssurancestafftoholdtheAssessmentorInternalQualityAssurancequalification.Itisrecommendedthat,asbestpractice,staffshouldbeworkingtowardstheseoralreadyachievedtheappropriatequalification.Ifthecentredecidestousenonequalifiedtutors/trainers/linemanagersforthedeliveryorqualityassuranceofaqualification,priorapprovalmustbesoughtfromSFEDIAwards.

Ifyouwishtoaccesspublicfundingforthedeliveryofqualifications,pleaserefertoyourfundingagencyfordeliverystaffqualificationrequirements.

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AssessmentMethodsThefollowingprovidesexamplesandexplanationsofthemostcommonformsofassessmentmethods.Othermethodscanbeusedbycentrestoenablelearnerstodemonstratetheymeetthestandardsasdetailedwithintheunits.

InitialAssessmentCentresshouldcompleteaninitialassessmentwithlearnerspriortothecommencementofthequalificationtoensurethatthesubjectmatterandlevelofthequalificationisthemostappropriatetomeettheirneeds.Thisinitialassessmentshouldalsoformpartoftheplanningprocesssothatthemostappropriatemethodsofassessmentarechosentosuitthelearnerandtheirlearningenvironmentwhilstalsomeetinganymandatoryassessmentmethodsthequalificationmaycontain.

MandatoryAssessmentMethodsSomeunitsmayrequiremandatoryformsofassessmenttobecompleted.SFEDIAwardswillmakenoteineachunitwhethermandatoryassessmentmethodsapply.Ifitstatesthattherearenomandatoryassessmentmethods,asuggestionofthetypesofassessmentsthatcouldbeusedwillbeprovided.

ExpertWitness/WitnessTestimonyTheseareprovidedbyexternalpeopleastheDelivery/Assessmentstaffcannotpossiblybepresentatalltimeswhenalearnercompletesataskthatcouldbeusedasevidence.Thetestimonywillbeexpectedtodetailwhoandwhattheactivityentailedandwheretheactivitytookplace.Atemplateforthecollectionofawitnesstestimonyhasbeenprovidedlaterwithinthisdocument.

ObservationThisisarecordedreportofanobservedactivitytoshowwhoandwhattheactivityentailedandwheretheactivitytookplace.ItisnormallyrecordedbytheDelivery/Assessmentstaffandshouldbeplannedfor.Onoccasionstheopportunitymayariseforanaturallyoccurringobservationbutthismustnotbeseenascommonpractice.Atemplateforthecollectionofanobservationhasbeenprovidedlaterwithinthisdocument.

ProductEvidenceThisisaworkproduct,forexamplealetterorresearch,thathasbeenproducedwhichcansupporttheevidencingofperformance.Whenusingthisformofevidenceitisimportanttoensurethatconfidentialityisadheredtoandnoinformationisprovidedthatmaycompromisethis.Itmaybeappropriatetoreferencethelocationofproductevidencewithinaprofessionaldiscussionsothat,ifthequalityassurerwishestoviewit,thentheycanrequestacopy.Atemplateforthecollectionofproductevidencehasbeenprovidedlaterwithinthisdocument.

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ProfessionalDiscussionThisisarecordedreportofadiscussionbetweenthelearnerandtheDelivery/Assessmentstaffandshouldgiverealexamples,wherepossible,ofactivitycompleted.ItisnormallyrecordedbytheDelivery/Assessmentstaffandshouldbeplannedfor.AProfessionalDiscussionisnotaquestionandanswerssessionandshouldbeledbythelearner.Atemplateforthecollectionofaprofessionaldiscussionhasbeenprovidedlaterwithinthisdocument.

RecognitionofPriorLearningPriorLearningcanformpartoftheassessmentprocesswherethelearnerisabletodemonstratethattheymeettheassessmentrequirementsforaunitthroughknowledge,understandingorskillsthattheyalreadypossess.Inthisinstancethelearnermustprovideevidencetoshowthattheassessmentcriteriahavebeenmet.TheAssessorwillmakeaprofessionaljudgementabouttheevidencepresented,whichcouldbeinavarietyofforms,including,astatementorprofessionaldiscussiontoexplainwhatprioractivityhastakenplaceandhowthislinkstothestandardstobeachieved.TheassessmentprocessforRecognitionofPriorLearningshouldberigorous,reliableandfair.ForfulldetailsofhowrecognitionofpriorlearningcanbeusedwithinSFEDIAwardsqualificationspleaseseetheSFEDIAwardswebsite.

SimulationInexceptionalcircumstancesevidencefromsimulationcanbeusedtocomplementtheprimaryevidencedrawnfrombusinessenterpriseactivities.Simulationshouldonlyoccurwhere:ü Thecandidatewouldotherwisebeprecludedfromprovidingthenecessaryevidencefordemonstrating

theymettherequirementsofthestandardsbecauseofthenatureoftheirbusinessorbusinessidea

Simulatedactivitiesshouldmatchascloselyaspossiblethosethatoccurinarealbusinessenvironment.Thisisparticularlyimportantwheretheseactivitiesandtheiroutcomesarebeingassessedtoprovideevidencetodemonstratethecandidateismeetingtherequirementsofthestandards.Ifsimulationistobeused,prioragreementastothearrangementsmustbesoughtfromSFEDIAwardspriortotheassessmenttakingplace.

Activitiesshouldtakeplaceinarealisticworkingenvironmentthat:

ü Isbasedonbusinessenterpriseactivities,events,challengesandmarketsü Includesacomprehensiverangeofdemands,activities,constraintsandchallengestypicalofthosethat

wouldbemetinrealabusinessenterpriseü Givescandidatesaccesstofacilities,adviceandsupportthatwouldbenormalforthebusinessenterprise

activity,eventortypeofchallengerepresentedü Placescandidatesunderpressuresoftime,resourcesandaccesstosupportthatwouldbenormalina

businessenterpriseü Isorganisedandmanagedaswouldarealbusinessenterprisesituationü Issubjecttonormalworkplacecontrolsregardinghealthandsafety,equalopportunities,andcodesof

conduct

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AuthenticationofLearnerEvidenceCentresmusthaveknowledgeandcertaintythatallassessmentsundertakenareentirelytheworkofthelearnerbeingassessedandastatementofauthenticitysignedbythelearnerandAssessormustbepresentwithintheportfolio.Atemplatetorecordthisstatementhasbeenprovidedlaterwithinthisdocument.

FeedbackFeedbackmustbeprovidedtothelearnerforeachassessmentcarriedoutandrecordedontheassessmentdocumentationandshouldfeedintobothassessmentplanningandthecompletionofprogressreviews.Thefeedbackshouldprovidethelearnerwithinformationrelatingto:ü Whethertheplannedassessmenthasbeencompletedü Thequalityoftheassessmentcompletedü Whathasbeencoveredwithinthestandardsü WhatisrequiredtobecompletedtomovethequalificationforwardTemplatestosupporttheplanningandfeedbackfunctionshavebeenprovidedlaterwithinthisdocument.

DataProtectionandConfidentialityManyofthepotentialassessmentmethodsthatcouldbeusedinordertosupportthedeliveryofaqualificationmayleadtotheinadvertentcollectionofdataandconfidentialinformation,forexamplewhereapieceofproductevidencehasbeengathered.Intheseinstancesboththelearnerandthecentreshouldtakeallreasonablestepstoensurethatdataprotectionandconfidentialitylegislationandpoliciesarefollowedanddatathatshouldnotbereleasedwithinthepublicdomainisprotected.

ProtectionofMinorsinEvidenceCollectionWherevideoorphotographyisusedinordertocollectevidenceforthecompletionofaqualification,careshouldbetakenwhereminors(thoseunder18)areincludedwithin.Boththelearnerandthecentrehaveresponsibilityforensuringchildprotectionlegislationandpoliciesarefollowedandthatminorsarenotputatrisk.Ifaminorisincludedwithinvideoand/orphotographicevidenceitistheresponsibilityofthecentretoinformthelearnerof:ü Therequirementtoobtainthepermissionfromtheminor’sparentorguardianpriortocollectingthe

evidenceü Thepurposeoftherestrictionsthatareinplacewhenmakinguseofvideoand/orphotographicevidenceü Therequirementtoretainevidenceforthepurposeofqualityassuranceandthetimeframethat

evidencewillberetainedü Therequirementtostorevideoand/orphotographicevidencesecurelyü Theassociatedchildprotectionlegislation

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UnitStructureThefollowingdemonstratesthestructureofunitswithinSFEDIAwardsqualifications:UnitReferenceNumber UnitTitleUnitStatus ThiswillshowwhethertheunitismandatoryoroptionalUnitLevel LevelallocatedtotheunitontheRQFunitdatabankCreditValue CreditvalueassignedtotheunitGuidedLearning Learninghoursrequiredtocompletetheunitundertheguidanceofa

lecturer,supervisorortutorwhetherthroughphysicalpresenceorelectronicmeans

UnitOverviewandMainOutcomesThiswillprovideyouwiththerationalefortheunitandtheknowledgeandskillsthelearnerwilldevelopbyundertakingtheunit.AssessmentandGradingofThisUnitThiswillprovideyouwiththegradingstructurefortheunitandalsowilllistthemandatoryand/orsuggestedassessmentmethodsforuseinthecompletionoftheunit.

UnitContentThiswillprovideyouwiththelearningoutcomesandassessmentcriteriathatthelearnermustprovideevidenceforinordertocompletetheunit.

LearningOutcome-Thelearnerwill: AssessmentCriterion-Thelearnercan:

Thisshowswhatthelearnerneedstoknow,understandordo

Thissetsoutthecriteriathelearnermustmeetandprovideevidenceagainstinordertocompletetheunit

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QualificationUnitDetailsThispageisleftintentionallyblankThefollowingpagescontaintheunitsthatarecontainedwithinthisqualification

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F/504/0341 IntroductiontoSupplyChain

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

UnderstandthecharacteristicsandlinkswithinaSupplyChain

Describethecharacteristicsofasupplychain

Explaintherelationshipbetweenthelinksofasupplychain

LO2 AC2.1 AC2.2 AC2.3

Understandtherolesofotherorganisationsinthesupplychain

Explaintherolesorganisationsplaywithinasupplychain

Describetheorganisationofasupplychain

Describerisksassociatedwiththeoperationofasupplychain

LO3 AC3.1 AC3.2 AC3.3

Understandthecommunicationandinformationsourceswithinasupplychain

Explainthemethodsofcommunicationusedwithinasupplychain

Explaintheimportanceofeffectivecommunicationwithinasupplychain

Describethepotentialbarrierstoeffectivecommunicationwithinasupplychain

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Y/508/4040 TeamLeader

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtherolesandresponsibilitiesofateamleader

Definewhatismeantbyateamleader

Describefourrolesandresponsibilitiesofateamleader

Explaintheteamleaders’roleinthedevelopmentofteammembers

LO2 AC2.1 AC2.2 AC2.3

Understandtheauthorityandaccountabilitylevelsofateamleader

Explainthelevelsofauthorityofateamleader

Describewhatismeantbyaccountabilitywithinateamleaderrole

Identifytheteamleader'sresponsibilityforwelfareintheworkplace

LO3 AC3.1 AC3.2 AC3.3

Understandhowateamleaderbuildsasharedsenseofpurposewithateam

Describetheteamleader'sroletosupportdevelopmentofteammembers

Explainthebenefitsofteamworkontaskachievement

Identifythefactorsthatcanmotivateateam

LO4 AC4.1 AC4.2 AC4.3 AC4.4

Understandtheimportanceofeffectivecommunicationwithateam

Describewhatismeantbyeffectivecommunicationmethods

Explaintheimportanceofeffectivecommunicationwithinateam

Explainhowtoapplyappropriatecommunicationskillstodifferentscenarios

Identifythepotentialbarrierstoeffectivecommunication

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L/508/4083 IntroductiontotheMovementofGoods

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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Page22of64

UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandhowcharacteristicsofgoodsimpactontheirhandlingprocess

Describethreedifferenttypesofgoodsandtheircharacteristics

Describethesafetyhandlingprinciplesandsecuritymeasuresformovingdifferenttypesofgoods

Describethefactorsthatinfluencetheflowofgoods

LO2 AC2.1 AC2.2 AC2.3

Understandtheconceptofrouteplanningandschedulingforthemovementofgoods

Explainthedifferencebetweenregularandnon-regularservicetypes

Explainwhatismeantbyalinearorhubandspokeroutesystem

Describedifferentsourcesanddestinationsofgoodstoensuretheappropriateuseofresources

LO3 AC3.1 AC3.2 AC3.3

Understandthecharacteristicsofdifferentmodesoftransportation

Describethecharacteristicsofthefourmainmodesoftransportation

Explainwhatismeantbyinter-modal,intra-modalandcombinedtransport

Explainhowtoidentifyanappropriatemode,orcombinationofmodes,foranymovementofgoods

LO4 AC4.1 AC4.2 AC4.3

Understandtheroleofcollection,storageanddistribution

Describethecharacteristicsofacollection,storageanddistributioncentre

Describethereasonsforhavingacollection,storageanddistributioncentre

Describehowacollection,storageanddistributioncentrewouldworkwithinasupplychainnetwork

LO5 AC AC4.2 AC4.3

Understandthemainregulatoryandenforcementbodiesformovementofgoodsinowncountry

Explaintheprocessofmovinggoodsnationally

Explaintheprocessofmovinggoodsinternationally

Describethedocumentationrequiredtomovegoods

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Y/508/4085 IntroductiontoPurchasing

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3 AC1.4

Understandthefeaturesoftheprocurementandpurchasingfunction

Describetheprocurementfunction

Describetheroleandfunctionsofapurchasingsystem

Describethefeaturesofthelifecycle/totalacquisitioncostmodel

Explainthecostsassociatedatdifferentstagesofthelifecycle

LO2 AC2.1 AC2.2 AC2.3

Understandthestagesofthepurchasingprocess

Describethestagesofthepurchasingprocess

Describetheorderprocessingcycleandleadtime

Explaintheimportanceofeffectiverelationshipsbetweenbuyerandsupplier

LO3 AC3.1 AC3.2 AC3.3 AC3.4

Understandtheconceptofsupplymarketinformation

Describethesupplymarketanditstypes

Explainthemethodsusedtogaininformationaboutthesupplymarket

DescribehowaSWOTanalysiscouldaidingaininginformation

Explainthefeaturesofthesupplierdevelopmentprocess

LO4 AC4.1 AC4.2 AC4.3 AC4.4

Understandtherequirementsandprocessesofmonitoringsupplierperformance

Explainhoworganisationsselectsuitablesuppliers

Explaintheimportanceofmonitoringsupplierperformance

Explaintheinformationrequiredtomonitorsupplierperformance

Explaintheimportanceofeffectivecommunicationwithsuppliers

LO5 AC5.1 AC5.2 AC5.3

Understandtheimportanceofacontractinpurchasingrelevanttoowncountry

Describewhatismeantbyacontract

Describethestandardtermsofcontractswithinowncountry

Describetheconsequencesofnotfulfillingthetermsandconditionsofacontract

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Page25of64

H/508/4087 IntroductiontoManufacturingPlanningandControl

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandthemanufacturingprocess

Describethekeyfeaturesofthemanufacturingprocess

Describetheprocessofconvertinginputsintooutputs

Explainthemainprocessesintheassemblyprocess

LO2 AC2.1 AC2.2 AC2.3

Understandtheprocessofengagingexternalorganisationstoparticipateinthemanufacturingprocess

Describewhyitmaybeappropriatetoengageexternalorganisations

Describetheprocessofengagingexternalorganisations

Describehowdecisionsaremadethatmayleadtoa'makeora'buy'decision

LO3 AC3.1 AC3.2 AC3.3

Understandtheimportanceofproductionplanning

Explaintwoexamplesofeffectiveproductionplanning

Explainhowtodeviseasimpleproductionplan

Explaintworeasonstosupportproductionmaterialcontrol

LO4 AC4.1 AC4.2 AC4.3

Understandmanufacturingimprovementtechniques

Describetwomanufacturingimprovementtechniques

Explainwhatismeantbymanufacturing,planningandcontrolsystems

Explainthebenefitsofeffectiveproductionplanningandcontrolsystems

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K/508/4088 IntroductiontoInternationalTradeandFreight

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3 AC1.4

Understandtradeandfreight

Describewhatismeantbythetermstradeandfreight

Explainthedifferencebetweenlocalandinternationaltrade

Explainthelinkbetweentrade,freight,goodsandtransport

Explainthevariouselementsthatmakelocalandinternationaltradepossible

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandhowtoidentifythegoodstobetraded

Explainhowtoidentifythegoodstobetraded

Explaintherolesofdifferentorganisationsandagenciesinvolvedintheprocessofmovingfreight

Explaincurrentlegislationandregulationsforgoodstobetradedfor:1Customerrequirements2Preferredmethodsfortransportation3Supplierinformation4Customerregulatoryrequirements

Explainhowdocumentationshouldbecompletedfortrade

LO3 AC3.1 AC3.2 AC3.3

Understandhowtoidentify,selectandrecommendsuitablemodesoftransportinggoods

Describedifferentmethodsoftransportinggoods

Explaintheadvantagesanddisadvantagesofusing:1Road2Rail3Sea4Air

Describeappropriatetradetermsandinternationalstandardsfor:1Freightcarriage2Insurance3Cost

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LO4 AC4.1 AC4.2 AC4.3

Understandthelegislationandregulationsrelevanttothetransportationofgoods

Describeowncountriescurrentlegislationandregulationsforthetransportationofgoodsby:1Road2Rail3Sea4Air

Explainhowtoobtainallrelevantinformationtotransportgoodsfor:1Health,safetyandsecurityrequirements2Tradebarriers3Methodstomonitorthegoods4Licenseandpermit5.2.5Customsandrevenue

Explainhowgoodsaremonitoredduringtransportation

LO5 AC5.1 AC5.2 AC5.3

Understandhowtoidentifyproblemsthatcanoccurininternationaltrade

ExplainwhatismeantbyINCOTERMSininternationaltrade

Explainthepotentialproblemsthatcanexistininternationaltrade

Explainwaystominimisethepotentialproblemsininternationaltrade

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T/508/4093 IntroductiontoWarehousingandInventory

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

Understandthepurposeandcharacteristicsofinventory

DescribewhatismeantbythetermInventoryanditspurpose

Describewhyitisimportanttocontrolinventorylevels

LO2 AC2.1 AC2.2

Understandhowgoodsarereceivedinawarehouse

Explaintheprocessesusedtoreceiveandverifygoodsthatarriveinawarehouse

Describetheenvironmentalarrangementsforthestorageofgoodswithinawarehouse

LO3 AC3.1 AC3.2

UnderstandkeywarehousingactivitiesandtheimportanceofManualHandlingEquipment

Describefourwarehouseactivities

ExplaintheimportanceofManualHandlingEquipment

LO4 AC4.1 AC4.2

Understandthehealthandsafetyarrangementsinawarehouseenvironment

Describetheemployer'sresponsibilitiesforhealthandsafetyinawarehouse

Describetheemployee'sresponsibilitiesforhealthandsafetyinawarehouse

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F/508/4095 IntroductiontoLogistics

UnitStatus GroupAUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

Understandthefunctionoflogistics Describewhatismeantbythetermlogistics

Describethepurposeandfunctionoflogistics

LO2 AC2.1 AC2.2

Understandthelogisticsactivitiesusedbyorganisations

Describethetypesoflogisticsactivitiescarriedoutinarangeoforganisations

DescribetheperformancemeasuresusedinLogisticsactivities

LO3 AC3.1 AC3.2

Understandtheeffectivecontributiontoabusinessinthelogisticssector

Describetheorganisationalpoliciesandprocedures,inrelationtomakinganeffectivecontributiontoabusinessinthelogisticssector,thatrelatesto:1Health,safetyandsecurity2Personalprotectiveclothing3Workrole4Qualitystandards

Describecommunicationmethodsthatcanpositivelyimpactuponabusinesswithinthelogisticssector

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F/508/4047 IntroductiontoBusiness

UnitStatus GroupBUnitLevel 2 CreditValue 10 UnitLearninghours 10UnitOverviewandMainOutcomesAssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2

Understandthepurposeandfunctionsofarangeofbusinessorganisations

Identifyanddescribetherangeofdifferenttypesofbusinessesandtheirpurpose

Identifyanddescribethedifferentfunctionsordepartmentswithinabusiness

LO2 AC2.1 AC2.2 AC2.3

Understandtheimportanceofcommunicationskillsinabusinessenvironment

Describethetargetaudienceandtheinformationrequiredforcommunication

Explainwhattechniquesandmethodscanbeusedtocommunicateinformationeffectively

Describeeffectivecommunicationtechniquesandmethodsaccordingtothetargetaudience

LO3 AC3.1 AC3.2 AC3.3

Understandthescaleandscopeofqualitymanagementsystems

Describetheimportanceofqualitymanagementsystems

Describethebenefitsoftwodifferenttypesofqualitymanagementstandards

Describethequalityobjectivesinordertoachieveasuccessfulqualitymanagementsystem

LO4 AC4.1 AC4.2 AC4.3

Understandcustomerexpectationsandsatisfaction

Explainwhatexpectationsacustomermayhave

Describehowtodevelopthelongtermrelationshipbetweenthecustomerandtheorganisation

Explainhowtodeveloppersonaleffectivenesstoimprovecustomersatisfaction

LO5 AC5.1 AC5.2

Understandhowtoutiliseandmanageresourcessafely

Describeeachofthefivemostimportantresourcesinanorganisation

Identifywaystomaintainandsafeguardanorganisation'smostimportanceresources

LO6 AC6.1 AC6.2 AC6.3

Understandtheimportanceofcostaccountinginbusiness

Explaintheimportanceofacostrecordingsystemwithinanorganisation

Describethecomponentpartsofcostaccounting

Explaintheimportanceofpreparingabasicbalancesheetandprofitandlossaccountforanorganisation

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R/508/4067 TeamDevelopmentandPerformance

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandemployeeinductionprogrammesandcontinuoustrainingplans

Explaintheneedforaninductionprogrammefornewteammembers

Explainhowtoobtaintherelevantinformationtocompileaninductionprogrammefornewstaff

Explainhowtoobtaintherelevantinformationtoplantherequiredtrainingfornewteammembers

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandhowtocommunicateandsetteamobjectivesthatalsoaddressorganisationalneeds

ExplainhowtodevelopanactionplanforateamthatincorporatesSMARTobjectives

Explainhowtoplanandallocatetaskstoateamtoachievetheobjectives

Explainhowtoidentifytheskillsandknowledgerequiredbyateamtomeetthoseobjectives

Explainhowtodesignateamtrainingsessiontoaddressskillsandknowledgegaps

LO3 AC3.1 AC3.2 AC3.3

Understandwaystosupportteammembersandhowtopromoteopportunitiesandhandledifficulties

Describewaystoengageandsupportteammembersfromtheinitialplanningstages

Explainhowtoreviewthepotentialdifficultiesthatcouldoccurwithinteams

Describewaystoovercometeamdifficulties

LO4 AC4.1 AC4.2 AC4.3 AC4.4

Understandhowtomonitorandevaluateteamperformanceagainstagreedobjectives

Explainappropriatemethodstomonitorteamprogressinachievingagreedobjectives

Explainhowtogivefeedbacktoateamontheirperformance

Describewaystogivefeedbackonanindividual’sperformance

Explainwaystoacknowledgeindividualandteamefforts

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F/508/4081 IntroductiontoCustomerService

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtheprinciplesofcustomerservice

Explaintheprinciplesofcustomerservice

Explaintheimportanceofcustomerservicetointernalstakeholders

Explaintheimportanceofcustomerservicetoexternalstakeholders

LO2 AC2.1 AC2.2 AC2.3 AC2.4

Understandhowtomeettheneedsofadiverserangeofcustomertypes

Explainthedifferencebetweeninternalandexternalcustomers

Explainhowtodealwithcustomersfromdifferentageranges

Explainhowtodealwithcustomersfromdifferentcultures

Describehowtodealwithcustomerswhoareangry,distressed,violentorupset

LO3 AC3.1 AC3.2 AC3.3

Understandanorganisation'spoliciesandproceduresfordevelopingandmaintainingeffectiverelationshipswithcustomers

Describethepointsincludedwithinanorganisation'scustomercarepolicy

Explainthesignificanceofdevelopingandmaintainingeffectivecustomerrelationsandtheeffectsofnotdoingso

Explaintheimportanceofanorganisationmaintaininganexcellentcustomerserviceimage

LO4 AC4.1 AC4.2 AC4.3

Understandtheimportanceofevaluatinglevelsofcustomerservice

Explaintheimportanceofevaluatingcustomerservice

Describethemostcommonmethodsusedtoevaluatecustomerservice

Explainhowthefeedbackfromcustomerscanbeusedtoimprovethequalityofservice

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R/508/4098 IntroductiontoPortsandShipping

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandthefunctionofportsandshipping

Describewhatismeantbythetermsportsandshipping

Identifythekeyelementsofportsandshipping

Explaintheimportanceofportsandshipping

LO2 AC2.1 AC2.2

Understandtheroleofportsandshipping

Explainhowportsandshippingworkwithinanorganisationalcontext

Describetheadvantagesanddisadvantagesofportsandshipping

LO3 AC3.1 AC3.2

Understandthepoliciesandproceduresthataffectportsandshipping

Identifypoliciesandproceduresthataffectportsandshippingwithinanorganisationalcontext

Describehowthepoliciesandproceduresidentifiedaffectportsandshippingwithinanorganisationalcontext

LO4 AC4.1 AC4.2

Understandhowtomonitorportsandshipping

Identifywaystomonitorportsandshipping

Describetheimportanceofmonitoringportsandshipping

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Y/508/4104 HealthandSafetyinaWarehouseEnvironment

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandtheroleoflegislationwithinawarehousingandstorageenvironment

Identifyappropriatesourcesofinformationabouthealthandsafetylegislation

Explainhowkeyhealthandsafetylegislationimpactsonthejobrole

Explaintheimportanceofprotectingconfidentialinformationrelatingtohealthandsafety

LO2 AC2.1 AC2.2

Understandthelegalrequirementsforthestorageanddistributionofspecificgoodsandmaterials

Describewhereinformationcanbeobtainedforadviceaboutthestorageanddistributionofspecificgoodsandmaterials

Explainwhatadditionallegalrequirementsarerequiredforthedistributionofspecificgoodsandmaterials

LO3 AC3.1 AC3.2 AC3.3 AC3.4

Understandhowriskintheworkplaceaffectsrolesandresponsibilities

Identifypossiblehealth,safetyandsecurityrisksintheworkplace

Explainanemployee’sresponsibilitieswithregardstohealth,safetyandsecurityintheworkplace

Explainthespecificrolesandresponsibilitiesofcolleagueswithregardstohealth,safetyandsecurityintheworkplace

Explaintheaimsandobjectivesofundertakinghealthandsafetyriskassessments

LO4 AC4.1 AC4.2 AC4.3

Understandhowtorespondtoincidentsintheworkplace

Explainthekeyprocedurestobefollowedintheeventofanaccidentwithinawarehouseorganisation

Identifytheappropriatesafetyequipmenttobeusedaccordingtothetypeofincident

Explaintheorganisationalandlegalreasonsforreportingandrecordingaccidentsandincidentsatwork

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LO5 AC5.1 AC5.2 AC5.3

UnderstandtheroleofPersonalProtectiveEquipmentwithinawarehousingandstorageenvironment

Explaintheemployer'sdutiesunderlegislationcoveringpersonalprotectiveequipmentandstatehowthesearemet

Describetheimportanceofthecorrectuseandcontrolofpersonalprotectiveequipment

Describetherisksthatcanbecontrolledorminimisedbyusingpersonalprotectiveequipment

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K/508/4107 ITinManufacturing

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

UnderstandthefunctionofITinmanufacturing

DescribewhatismeantbyITinmanufacturing

IdentifythekeyelementsofITinmanufacturing

ExplaintheimportanceofITinmanufacturing

LO2 AC2.1 AC2.2

UnderstandtheroleofITinmanufacturing

ExplainhowITinmanufacturingworkswithinanorganisationalcontext

IdentifytheadvantagesanddisadvantagesofITinmanufacturing

LO3 AC3.1 AC3.2

UnderstandthepoliciesandproceduresthataffectITinmanufacturing

IdentifythepoliciesandproceduresthataffectITinmanufacturingwithinanorganisationalcontext

DescribehowthepoliciesandproceduresidentifiedaffectITinmanufacturingwithinanorganisationalcontext

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T/508/4109 SupplierRelationships

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandthefunctionofsupplierrelationships

Describewhatismeantbysupplierrelationships

Identifykeyelementsofthesupplierrelationship

Explaintheimportanceofsupplierrelationships

LO2 AC2.1 AC2.2

Understandtheroleofsupplierrelationships

Explainhowsupplierrelationshipsworkwithinanorganisationalcontext

Identifytheadvantagesanddisadvantagesofsupplierrelationships

LO3 AC3.1 AC3.2

Understandthepoliciesandproceduresthataffectsupplierrelationships

Identifypoliciesandproceduresthataffectsupplierrelationshipswithinanorganisationalcontext

Describehowthepoliciesandproceduresidentifiedaffectsupplierrelationshipswithinanorganisationalcontext

LO4 AC4.1 AC4.2

Understandhowtomonitorsupplierrelationships

Identifywaystomonitorsupplierrelationships

Describetheimportanceofmonitoringsupplierrelationships

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M/508/4111 ChooseSuppliesandSuppliersforBusiness

UnitStatus GroupBUnitLevel 2 CreditValue 10UnitLearninghours 10AssessmentandGradingofThisUnitThisunitisgradedonapassorfailbasisandthelearnermustdemonstrateevidenceagainstallofthelistedassessmentcriteriainordertoachievethisunit.Thefollowingprovidesexamplesofassessmentmethodsthatcouldbeusedtogenerateevidenceforthisunit.Thislistisnotanexhaustivelistandothermethodscanbeusedbythecentre.ü Productevidenceü Learnerstatement/casestudyü Pre-approvedworksheetsü Professionaldiscussionü Recognitionofpriorachievementü Recognitionofpriorlearningü Witnesstestimony

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UnitContent

LO1 AC1.1 AC1.2 AC1.3

Understandhowtoprepareascheduleofthesuppliesneededforabusiness

Identifyutilities,equipment(includingIT),toolsandmaterialsthatmaybeneededforabusiness

Explainhowtoprepareascheduleofwhatandwhensuppliesmaybeneededforthebusiness

Describehowtousethescheduletodecidetheresourcesthatmayberequired,suchasstaff,time,storagespaceandcosts

LO2 AC2.1 AC2.2 AC2.3

Knowhowtopurchasesuppliesforabusiness

Identifydifferentsuppliersandpurchaseoptionsforutilities,equipment,toolsandmaterials

Comparecostsandbenefitsofpossiblesuppliersandchoosethemostfavourableforabusiness

Identifyhowtokeepaccuraterecordsofagreementswithsuppliersandwhoinabusinessshouldknowaboutthem

LO3 AC3.1 AC3.2 AC3.3

Knowhowtosetupstockcontrolofabusiness’ssupplies

Identifyhowandwheredifferentsuppliesarelikelytobestored

Identifyhowthesuppliesshouldbemanagedand/ormaintained,forexampleconditionsofstorage,shelf-life,wasteproducts

Identifyhowandwhomightbebestplacedtokeeprecordsofstockin,stockoutandrestocklevels

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AnnexThefollowingpagesprovidedocumentationsuppliedforyouruseinthedeliveryofthisqualification.Wedonotmandatetheuseofthisdocumentationbutifyouchoosetonotmakeuseofitthenitisexpectedthatyouhavethenecessarydocumentationinplacewhichmeetstheminimumrequirementsinordertoallowdeliverytotakeplaceinaneffectiveandefficientmanner.

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LearnerRegistrationForm

FullName(aswillappearoncertificate)

Title(deleteasappropriate) Mr/Mrs/Miss/Ms/Dr/Prof

HomeAddress

TelephoneNumber

EmailAddress

UniqueLearnerNumber(centretosourceandenterthisinformation)

Qualification/UnitTitle

DateofBirth

Gender(deleteasappropriate) Male/Female

Disability(deleteasappropriate) Yes/No/NotStated

Ethnicity(tickasappropriate)

AsianBangladeshi

AsianIndian

AsianPakistani

AnyOtherAsianBackground

WhiteandBlackCaribbean

WhiteandBlackAfrican

AsianandWhite

AnyOtherMixedBackground

BlackAfrican

BlackCaribbean

AnyOtherBlackBackground

WhiteBritish

WhiteEnglish

WhiteIrish

WhiteScottish

WhiteWelsh

AnyOtherWhiteBackground

Chinese

Other

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AssessmentPlan

LearnerName

AssessorName

Qualification/UnitTitle(s)

DateofPlan

NextReviewDate

Feedbackonpreviousplannedtasks(tobeusedtoexplainthetasksthathavebeencompleted,howwellthelearnerhasperformedandhowmuchofthequalificationhasbeenachievedtodate)

UnitReferenceNumber Descriptionoftasktobecompletedincludinganypreparationrequirements

TargetDate

Naturallyoccurringevidencemaybeusedasappropriatebutthiswillnotbethemainformofevidencegeneration

LearnerSignature Date:

AssessorSignature Date:

IQASignature(ifsampled) Date:

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AssessmentReport

LearnerName

AssessorName

DateofAssessment

EvidenceReferenceNumber

Tickoneormoreoptionsbelowtoindicatethemethodofassessmentused

ProfessionalDiscussion Observation Questioning ProductEvidence

Other(pleasespecify)

Usethespacebelowtoprovideafullaccountoftheassessmentcarriedout Criteriacoveredbyassessment

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Usethespacebelowtoprovideafullaccountoftheassessmentcarriedout Criteriacoveredbyassessment

Usethisspacetoprovidefeedbacktothelearner:

LearnerSignature Date:

AssessorSignature Date:

IQASignature(ifsampled) Date:

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WitnessTestimonyReport

LearnerName

AssessorName

WitnessName

RelationshiptoLearner

DateofWitnessTestimony

EvidenceReferenceNumber

Usethespacebelowtoprovideafullaccountofthewitnesstestimonyprovided Criteriacoveredbyassessment

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Usethespacebelowtoprovideafullaccountofthewitnesstestimonyprovided Criteriacoveredbyassessment

Usethisspacetoprovidefeedbacktothelearner:

LearnerSignature Date:

AssessorSignature Date:

WitnessSignature Date:

IQASignature(ifsampled) Date:

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©2015SFEDIAwards Page58of64

EvidenceMatrixRecord

LearnerName AssessorName

IQAName UnitNumber

Descriptionofevidence(eg.CV,observation)

EvidenceReferenceNumber

AssessmentCriteria(entertheassessmentcriteriareferencenumbersbelowandtickinthecorrespondingcolumnwheretheevidencereferencedmeetstherequirement)

Descriptionofevidence(eg.CV,observation)

EvidenceReferenceNumber

AssessmentCriteria(entertheassessmentcriteriareferencenumbersbelowandtickinthecorrespondingcolumnwheretheevidencereferencedmeetstherequirement)

Iconfirmthattheevidenceabovemeetstherequirementsoftheunitinfullandistheworkofthelearner.Theevidenceisalsoauthentic,sufficient,validandcurrenttothestandardsrequiredandtheunitisnowreadytobesignedoffascomplete.

LearnerSignature Date

AssessorSignature Date

IQASignature(ifsampled) Date

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SummativeStatement

LearnerName

Qualification/UnitTitle

LearnerStatementIconfirmthatalloftheevidencepresentedinrelationtotheabovequalification/unithasbeenproducedbymyselfandmeetstherequirementofbeingauthentic,sufficient,validandcurrenttothestandardsrequired.

LearnerSignature Date:

AssessorStatementIconfirmthatIhaveassessedalloftheworkproducedandhaveensuredthattheworkisthatoftheabovelearner.Ihaveensuredthatduringthelearningprocesstheevidenceisauthentic,sufficient,validandcurrenttothestandardsrequired.

AssessorSignature Date:

IQASignature(ifsampled) Date:

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InternalQualityAssuranceSamplingReport

LearnerName

AssessorName

Qualification/UnitTitle(s)

DateofSample

NextSampleDate(ifapplicable)

Typeofsamplingactivitycompleted(tickatleastoneoptiononeachofthefirsttworows):

Interimsampling Summativesampling(certificationcanbeclaimed) Summativesampling

(folderreferredforactions)

Foldercheck Observationofdelivery(observationreportattached)

Learnerinterview(interviewrecordattached)

Other(pleasedetail):

Assuranceoftheassessmentprocess(tickatleastoneoptionforeachquestion): Yes No

Hasaninitialassessmenttakenplace?

Hasanassessment/developmentplanbeenagreedwiththelearner?

IstheAssessorrecordingassessmentoutcomesaftereachassessmenthastakenplaceandprovidingthelearnerwithfeedback?

HastheAssessorconfirmedauthenticity,sufficiency,accuracy,consistencyandvaliditywhilstassessingtheevidence?

Arethelearner’sassessment/developmentrecordsbeingupdatedandcompletedonanongoingbasis?

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Actionpoints/feedbacktotheAssessor:

AssessorSignature Date:

IQASignature Date:

Actionscomplete(foldernotreadyforcertification) Actionscomplete(foldercanbeclaimedfor

certification)

AssessorSignature Date:

IQASignature Date:

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LearnerInterviewRecord

LearnerName

AssessorName

Qualification/UnitTitle

DateofInterview

InterviewQuestions: Yes No N/A

DidtheAssessorexplaintherequirementsoftheprogrammeandassessmentmethodsatinduction?

DidtheAssessorexplaintheappeals,thecomplaintsandthewhistleblowingprocedures?

DidtheAssessorexplainthequalityassuranceprocessandthepartthattheIQA,AwardingOrganisationandRegulatorplaywithinthis?

Didanyonefindoutaboutanytrainingyouneededandorganiseforthistotakeplace?

DidtheAssessoragreeanassessmentplansothatyouunderstoodwhatisrequired,bywhenandwhyinordertoachievethequalification?

DidtheAssessorconsideryourpriorlearningandexperienceinthedevelopmentoftheassessmentplan?

DidtheAssessorreviewandupdateassessmentplanstoprovideclearstructureandguidancetoyouforthecompletionofthequalification?

Doyoufeelyouhavereceivedtherequiredsupporttocompletetherequiredassessments?

DoyoufeelyoucandiscussdisagreementswithassessmentdecisionswiththeAssessor?

Doyoufeelthequalificationwillhelpyouinthefuture?

Haveyoubeenprovidedwithadviceandguidanceonwhatyoucouldprogresstoafterthecompletionofthisqualification?

Anyothercomments:

LearnerSignature Date:

IQASignature Date:

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SFEDIAwards53ConiscliffeRoadDarlingtonCountyDurhamDL37EHT: 08452245928

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E: [email protected]: http://www.sfediawards.com